How do I charge a setup fee on new customers?

Overview

Set up the default settings on Setup New Customer to bill a fee. For example, use this option to bill a set up fee or bill a deposit on every new customer.

Contents

How do I charge a setup fee on new customers?
1. Charging a set up fee on new customers

Charging a set up fee on new customers

1. Open Connect Utility Management > Customers > Setup New Customers.

2. Click Options (F12).

The Setup New Customer Options form displays.

3. Click the Create Billing tab.

4. Click to select the checkbox titled Create a Billing Transaction on New Customers.

5. Select a Service.

This is the service assigned to the billing transaction.

6. Enter an Amount.

This is the fee amount.

7. Enter a Description.

This is the transaction description.

8, Set up the checkbox titled Use Period/Cycle Date for Billing Transactions.

9. Click OK.